Customer Sales Analysis Report

From Adjutant Wiki

Default Menu Location

Reports >> Sales Force >> Customer Sales Analysis Report

Screenshot 2024-10-29 140441.png

General Description

Customer Sales Analysis Report screen generates an analyzed report for customers by different salesperson.

Fields/Filters

Customer ID: Customer code

Start Date: Beginning date for the report

End Date: Ending date for the report

Sales Person: Sales person for the report

Item: Item code

Standard Report Fields(Page Header)

Company

  • lc_company

Report

  • lc_report

Date Range

  • lc_date
  • lc_spf

Group Header 1: custno

Sales for Customer

  • alltrim(custno) + " / " + alltrim(company)

Standard Report Fields(Line Items)

Invoice Date

  • iif(isnull(invdate),,invdate)

Invoice #

  • invno

Item Number

  • item

Slsprs

  • alltrim(sp)

U/M

  • unit_pur

Qty Ship

  • qty2bill

Ext Price

  • price*qty2bbill

Margin

  • price-cost

GM%

  • gm

Group Footer 1: custno

Ext Price

  • price*qty2bill

Margin

  • (price-cost)*qt

Summary

  • price*qty2bill
  • (price-cost)*qt

Additional Report Fields for Customization